TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.3B
1-Year Est. Return 16.02%
This Quarter Est. Return
1 Year Est. Return
+16.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$597M
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$710K
2
+$703K
3
+$574K
4
WFC icon
Wells Fargo
WFC
+$508K
5
COF icon
Capital One
COF
+$496K

Top Sells

1
+$742K
2
+$720K
3
+$588K
4
XOM icon
Exxon Mobil
XOM
+$567K
5
MO icon
Altria Group
MO
+$555K

Sector Composition

1 Industrials 13.87%
2 Healthcare 12.35%
3 Consumer Staples 11.39%
4 Technology 11.22%
5 Energy 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$23K ﹤0.01%
306
+223
452
$23K ﹤0.01%
1,000
-1,000
453
$22K ﹤0.01%
454
454
$22K ﹤0.01%
963
455
$22K ﹤0.01%
1,193
456
$22K ﹤0.01%
424
457
$22K ﹤0.01%
400
458
$22K ﹤0.01%
400
459
$21K ﹤0.01%
429
460
$21K ﹤0.01%
258
461
$21K ﹤0.01%
1,000
462
$21K ﹤0.01%
500
463
$21K ﹤0.01%
370
464
$20K ﹤0.01%
400
465
$20K ﹤0.01%
650
466
$20K ﹤0.01%
+368
467
$20K ﹤0.01%
400
468
$20K ﹤0.01%
400
469
$20K ﹤0.01%
400
470
$20K ﹤0.01%
1,329
+539
471
$20K ﹤0.01%
300
-500
472
$19K ﹤0.01%
450
473
$19K ﹤0.01%
200
474
$19K ﹤0.01%
524
475
$19K ﹤0.01%
400
17 18
19
20 21